Cetera Investment Advisers Purchases in Q1 2025

Cetera Investment Advisers

  • $49.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GEL
Genesis Energy LP

Energy
12.3K
New
$10.31 - $16.03 $127K - $197K
12.3K $192K
JRS
Nuveen Real Estate Income Fund

Financial Services
27.8K
+ 29.15%
$8.09 - $8.88 $225K - $247K
123K $1.01M
RYAAY
Ryanair Holdings PLC

Industrials
4.91K
+ 36.17%
$41.54 - $50.08 $204K - $246K
18.5K $783K
DK
Delek Us Holdings, Inc.

Energy
12.7K
New
$13.53 - $20.31 $172K - $258K
12.7K $191K
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
5.39K
+ 6.06%
$31.4 - $33.22 $169K - $179K
94.4K $3.04M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
1.12K
+ 15.1%
$152.57 - $163.66 $171K - $184K
8.57K $1.34M
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
10.7K
New
$17.74 - $21.48 $190K - $230K
10.7K $189K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
7.39K
+ 44.51%
$25.08 - $25.39 $185K - $188K
24K $606K
FINS
Angel Oak Financial Strategies Income Term Trust

ETFs
12.5K
+ 54.36%
$12.82 - $13.57 $160K - $169K
35.5K $477K
CANG
Cango Inc.

Consumer Cyclical
58.2K
+ 101.96%
$3.1 - $5.25 $181K - $306K
115K $437K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
749
+ 13.8%
$110.55 - $130.35 $82.8K - $97.6K
6.18K $784K
ACHR
Archer Aviation Inc.

Industrials
103K
+ 49.46%
$6.8 - $11.51 $700K - $1.18M
311K $2.21M
EIC
Eagle Point Income CO Inc.

N/A
12.2K
New
$14.65 - $16.36 $179K - $200K
12.2K $182K
PPC
Pilgrims Pride Corp

Consumer Defensive
1.73K
+ 18.09%
$44.52 - $55.93 $77.1K - $96.9K
11.3K $616K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
9.38K
+ 42.38%
N/A
31.5K $613K
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
3.07K
+ 5.53%
$40.77 - $42.27 $125K - $130K
58.6K $2.47M
CDC
Victory Portfolios Ii Shs Inco

ETFs
433
+ 0.89%
$61.46 - $66.32 $26.6K - $28.7K
48.9K $3.21M
PMT
Penny Mac Mortgage Investment Trust

Real Estate
4.6K
+ 8.38%
$12.0 - $14.77 $55.2K - $68K
59.5K $871K
STLA
Stellantis N.V.

Consumer Cyclical
25.3K
+ 44.99%
$11.21 - $14.21 $283K - $359K
81.5K $913K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
20K
+ 4.78%
$23.53 - $25.24 $471K - $505K
439K $10.4M
SPG
Simon Property Group Inc

Real Estate
2.67K
+ 6.19%
$159.48 - $187.78 $426K - $501K
45.8K $7.6M
FTF
Franklin LTD Duration Income Trust

Financial Services
28.7K
+ 61.3%
$6.43 - $6.7 $184K - $192K
75.4K $487K
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
20.9K
New
$8.44 - $9.01 $177K - $189K
20.9K $178K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
1.53K
+ 0.82%
$49.6 - $50.28 $75.9K - $77K
189K $9.48M
THW
Tekla World Healthcare Fund

Financial Services
13.3K
+ 28.46%
$11.09 - $12.2 $147K - $162K
60K $691K
MMYT
Make My Trip LTD

Consumer Cyclical
2.05K
+ 50.93%
N/A
6.08K $522K
MAS
Masco Corp

Industrials
3.83K
+ 12.77%
$68.67 - $81.85 $263K - $314K
33.9K $2.35M
EMR
Emerson Electric CO

Industrials
30.1K
+ 13.76%
$108.64 - $131.17 $3.27M - $3.95M
249K $27.3M
SPPP
Sprott Physical Platinum & Palladium Trust

Financial Services
17.6K
New
$9.0 - $9.94 $158K - $175K
17.6K $175K
BKEM
Bny Mellon ETF Tr Emerging Mkt

ETFs
2.4K
+ 17.56%
$57.12 - $63.13 $137K - $152K
16.1K $977K
DBEU
Xtrackers Msci Europe Hedged E

ETFs
3.39K
+ 40.03%
$41.46 - $45.98 $141K - $156K
11.9K $523K
TILT
Flexshares Tr

ETFs
1.18K
+ 17.5%
$202.06 - $225.8 $239K - $267K
7.94K $1.63M
HWC
Hancock Whitney Corp

Financial Services
5.11K
+ 12.27%
$49.61 - $61.03 $254K - $312K
46.8K $2.45M
ZION
Zions Bancorporation, National Association

Financial Services
6.52K
+ 18.87%
$47.0 - $59.03 $306K - $385K
41.1K $2.05M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
6.28K
+ 7.15%
$39.33 - $41.52 $247K - $261K
94.1K $3.73M
IBHE
Ishares Ibonds 2025 Term High

ETFs
7.09K
+ 3.49%
$23.16 - $23.32 $164K - $165K
210K $4.89M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
6.88K
+ 7.98%
$67.03 - $74.61 $461K - $513K
93.1K $6.33M
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
15.6K
New
$10.81 - $11.3 $169K - $177K
15.6K $171K
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
9.2K
+ 6.33%
$23.58 - $24.02 $217K - $221K
155K $3.65M
BEN
Franklin Resources Inc

Financial Services
13.6K
+ 15.34%
$18.92 - $22.24 $257K - $302K
102K $1.97M
NJR
New Jersey Resources Corp

Utilities
2.89K
+ 25.0%
$45.25 - $49.37 $131K - $143K
14.5K $709K
SHAK
Shake Shack Inc.

Consumer Cyclical
2.86K
+ 145.87%
$82.77 - $133.38 $237K - $381K
4.82K $424K
CNHI
Cnh Industrial N.V.

Industrials
16.2K
+ 27.45%
N/A
75.2K $783K
EBC
Eastern Bankshares, Inc.

Financial Services
10.3K
New
$15.29 - $19.15 $158K - $198K
10.3K $169K
EXLS
Exl Service Holdings, Inc.

Technology
2.39K
+ 11.99%
$44.13 - $51.8 $106K - $124K
22.3K $1.05M
IBMP
Ishares Tr Ibonds December 202

ETFs
6.6K
+ 34.57%
$25.1 - $25.34 $166K - $167K
25.7K $649K
BOX
Box Inc

Technology
5.64K
+ 57.17%
$30.22 - $35.39 $171K - $200K
15.5K $478K
ESGR
Enstar Group LTD

Financial Services
458
+ 31.98%
$324.4 - $333.99 $149K - $153K
1.89K $628K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
2.94K
+ 6.06%
$31.42 - $34.87 $92.3K - $102K
51.4K $1.73M
Activity Summary
Buys All Purchases 2772 New Holdings 351 Increased Positions 2421 Sells All Sells 1102 Reductions 1102 Sold out 0 Options Calls 9 Puts 13
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